See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,017 | $40,256-97.5% | $57,343-98.2% | $59,632-98.3% |
| Participation rate | 68.0% | 69.2%-1.2pp | 75.1%-7.1pp | 68.7%-0.7pp |
| Annual return | -0.99% | 27.49%-28.5pp | 24.39%-25.4pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $212 | $2,399-91.1% | $3,162-93.3% | $3,192-93.3% |
| Admin fee / account holder | $7 | $2,818-99.7% | $3,356-99.8% | $4,297-99.8% |